Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (4125)	4/11/2000 12:32:00 PM
From: t2	Respond to of 34857

NOK vs. MOT is as I have stated earlier similiar to Intel vs. AMD. Motorola may be left to compete for the low end market. No matter how good of a next generation handset they develop (just as AMD sometimes sets the CPU speed record), it will just be fighting an uphill battle in this business. The situation is not as bad as AMD but that is where is seems to be headed in the coming year or two. Image is very important. A company that is judged not be cutting edge will lose potential customers--which in turn will hurt sales---which in turn will hurt the stock price --which in turn will hurt sales etc. Companies such as Dell had used just the reverse to huge gains in the stock price and strong growth in sales (in the late 1990s). The good earnings lead to strong revenue which in turn lead to good earnings and so on. It feeds upon itself. A winning image is usually very important! I think NOKIA is now viewed as the winner and is on the uptrend on its growth and stock price just as Dell used to be. I think the growth for NOK will be very strong and should continues to take market share. The good thing about MOT is that it is still strong in other areas. JMHO.